Centerpoint Advisors’s A.O. Smith AOS Stock Holding History

Centerpoint Advisors’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27K	Hold	435	–	–	0.01%	214
2026 Q1	$29K	Hold	435	–	–	0.01%	189
2025 Q4	$29K	Hold	435	–	–	0.01%	196
2025 Q3	$32K	Hold	435	–	–	0.01%	197
2025 Q2	$29K	Hold	435	–	–	0.01%	192
2025 Q1	$28K	Hold	435	–	–	0.01%	198
2024 Q4	$30K	Hold	435	–	–	0.01%	212
2024 Q3	$39K	Hold	435	–	–	0.01%	192
2024 Q2	$36K	Hold	435	–	–	0.01%	207
2024 Q1	$39K	Hold	435	–	–	0.01%	186
2023 Q4	$36K	Hold	435	–	–	0.01%	175
2023 Q3	$29K	Hold	435	–	–	0.01%	187
2023 Q2	$32K	Hold	435	–	–	0.01%	196
2023 Q1	$30K	Hold	435	–	–	0.01%	207
2022 Q4	$25K	Hold	435	–	–	0.01%	187
2022 Q3	$21K	Hold	435	–	–	0.01%	179
2022 Q2	$24K	Hold	435	–	–	0.01%	181
2022 Q1	$28K	Buy	+435	New	+$31.7K	0.01%	174
2020 Q1	–	Sell	-51	Closed	-$2K	–	242
2019 Q4	$2K	Hold	51	–	–	﹤0.01%	246
2019 Q3	$2K	Hold	51	–	–	﹤0.01%	236
2019 Q2	$2K	Hold	51	–	–	﹤0.01%	231
2019 Q1	$3K	Hold	51	–	–	﹤0.01%	207
2018 Q4	$2K	Hold	51	–	–	﹤0.01%	211
2018 Q3	$3K	Hold	51	–	–	﹤0.01%	195
2018 Q2	$3K	Buy	+51	New	+$3.21K	﹤0.01%	234

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centerpoint Advisors's AOS Position: Q2 2026 in Review

Centerpoint Advisors held its A.O. Smith (AOS) position steady in Q2 2026 at 435 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #214.

Centerpoint Advisors first reported a position in AOS in Q2 2018 and has held it in 25 quarters since. The position peaked at $39K in Q3 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Centerpoint Advisors held 435 shares of A.O. Smith worth $27K as of Q2 2026.
Centerpoint Advisors left its A.O. Smith share count unchanged in Q2 2026.
A.O. Smith made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #214 holding.
Centerpoint Advisors first reported a position in A.O. Smith in Q2 2018 and has held it in 25 quarters since.
Centerpoint Advisors's A.O. Smith position peaked at $39K in Q3 2024.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.